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raymen@blksoda.c
Level 1
posted
‎August 23, 2024 08:40 PM
last updated ‎August 23, 2024 8:40 PM

Tech support unable to fix imported csv file for over 1 month!

What's going on? I subscribed to 1 year membership, and in my 2nd attempt of importing my transactions, the system doesn't recognize my descriptions. The file is downloaded directly from HSBC Business online banking and I only have about 25 transactions in July. Tech support closed my case, and I had to initiate my case again; now they claim to have fixed my problem, but I just checked, and the problem is the same. Now I'm entering another month, with all my accounting pending. BTW, during this month of down time, I had to request for reimbursement,  and its only for 1 month.
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1 Comment 1
JoanaC
QuickBooks Team
QuickBooks Team
‎August 23, 2024 10:29 PM

Tech support unable to fix imported csv file for over 1 month!

We don't want you to have this experience, Ray. Let me share more information about the CSV template.

 

I recognize the urgency of importing your bank transactions to QuickBooks Online (QBO), Ray. I'm here to share details about the CSV template.

 

QBO allows a 3-column table with columns for Date, Description, and Amount, and a 4-column table with columns for Date, Description, Credit, and Debit to choose. To import them, follow these steps:

 

  1. Go to Transactions, then Bank Transactions. p1.png
  2. Click the Link account dropdown, and select Upload from a file. p2.png
  3. Click Drag and drop or select files, then select Continue.
  4. Choose the bank on the QuickBooks Account dropdown, and click Continue. 
  5. Follow the on-screen instructions, and then click Continue, and select Yes. p3.png
  6. Hit Done.

 

For an update on your cases, I recommend contacting our support team, as they can check your account on a safe server. Visit this article for more information about the CVS file template: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Moreover, let me share these articles that can help you after you successfully import your bank transactions:

 

 

I'll be here if you still have questions about your bank transactions. We'll be here to assist you 24/7. Have a great day, and take care always.

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